See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,983 | $150,187+51.1% | $120,354+88.6% | $145,922+55.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 0.02% | 154.07%-154.0pp | 107.15%-107.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,852 | $4,348-11.4% | $3,463+11.2% | $4,660-17.3% |
| Participant deferral / active EE | $400 | $6,173-93.5% | $4,991-92.0% | $6,688-94.0% |
| Admin fee / account holder | $80 | $12,207-99.3% | $9,423-99.2% | $13,397-99.4% |